Annandale Capital’s Orion Energy Systems OESX Stock Holding History

Annandale Capital’s Portfolio OESX Stock Details OESX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17,333	Closed	-$1.52M	–	137
2025 Q3	$1.52M	Sell	17,333 -1	-0%	-$7	0.03%	121
2025 Q2	$106K	Hold	17,334	–	–	0.01%	124
2025 Q1	$125K	Hold	17,334	–	–	0.01%	126
2024 Q4	$139K	Hold	17,334	–	–	0.02%	127
2024 Q3	$149K	Buy	+17,334	New	+$164K	0.02%	126
2024 Q2	–	Sell	-21,241	Closed	-$185K	–	136
2024 Q1	$185K	Sell	21,241 -2,984	-12%	-$29.4K	0.03%	130
2023 Q4	$210K	Hold	24,225	–	–	0.04%	124
2023 Q3	$305K	Hold	24,225	–	–	0.08%	101
2023 Q2	$395K	Hold	24,225	–	–	0.11%	94
2023 Q1	$492K	Hold	24,225	–	–	0.16%	91
2022 Q4	$441K	Buy	24,225 +43	+0.2%	+$798	0.15%	95
2022 Q3	$377K	Buy	+24,182	New	+$429K	0.14%	94

Other funds holding OESX

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Annandale Capital's OESX Position: Q4 2025 in Review

Annandale Capital sold out of Orion Energy Systems (OESX) in Q4 2025, closing a stake of 17,333 shares — an estimated $1.52M sold.

Annandale Capital first reported a position in OESX in Q3 2022 and held it in 12 quarters. The position peaked at $1.52M in Q3 2025. 26 funds tracked by Wall St. Rank hold OESX as of Q4 2025.

Annandale Capital reported no remaining Orion Energy Systems position as of Q4 2025 after selling out during the quarter.
Annandale Capital sold 17,333 Orion Energy Systems shares in Q4 2025, an estimated $1.52M.
Annandale Capital first reported a position in Orion Energy Systems in Q3 2022 and held it in 12 quarters.
Annandale Capital's Orion Energy Systems position peaked at $1.52M in Q3 2025.
26 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2025.

Based on Annandale Capital's 13F filing for Q4 2025, filed 12 Feb 2026.